MenuMichael Jeffs CFP®
About Me
Mike offers a range of services tailored to suit the individual needs and objectives of his clients. A primary focus of Mike s role is the development of strategic advice solutions for his clients, focusing on wealth creation, tax management, wealth and asset protection, superannuation, debt management and estate planning. Mike strives to build long term partnerships with his clients by providing integrated financial advice solutions, proactive advice and quality service.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Employment changes
- Estate planning
- Investments
- Retirement
- SME advice
- SMSF
- Superannuation
- Wealth management
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Years of Experience 20 Years -
Licensed By Oreana Financial Services Pty Ltd
